Ownership history in MilWealth Group LLC · 11 quarters on record
This page tracks every 13F SEC filing in which MilWealth Group LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 799,156 | -1,608 | -0.2% | 7.53% | $31.6M | $39.59 |
| 2025 Q3 | REDUCED | 800,764 | -6,866 | -0.9% | 7.53% | $30.9M | $38.48 |
| 2025 Q2 | ADDED | 807,630 | +12,192 | +1.5% | 7.45% | $28.9M | $35.66 |
| 2025 Q1 | REDUCED | 795,438 | -1,699 | -0.2% | 7.23% | $26.2M | $32.72 |
| 2024 Q4 | ADDED | 797,137 | +457,680 | +134.8% | 7.52% | $27.6M | $34.23 |
| 2024 Q3 | REDUCED | 339,457 | -2,879 | -0.8% | 3.41% | $11.6M | $33.84 |
| 2024 Q2 | REDUCED | 342,336 | -6,461 | -1.9% | 3.48% | $11.0M | $31.72 |
| 2024 Q1 | REDUCED | 348,797 | -7,640 | -2.1% | 3.55% | $11.1M | $31.35 |
| 2023 Q4 | ADDED | 356,437 | +4,635 | +1.3% | 3.45% | $10.4M | $28.62 |
| 2023 Q3 | ADDED | 351,802 | +1,511 | +0.4% | 3.63% | $9.2M | $25.56 |
As of 2025 Q4 — sorted by position size